Long Run Wealth Advisors’s Avangrid, Inc. AGR Stock Holding History

Long Run Wealth Advisors’s Portfolio AGR Stock Details AGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-29,546	Closed	-$891K	–	95
2023 Q3	$891K	Buy	29,546 +1,317	+5%	+$46.5K	0.29%	60
2023 Q2	$1.06M	Sell	28,229 -247	-0.9%	-$9.69K	0.34%	60
2023 Q1	$1.14M	Buy	28,476 +825	+3%	+$33.7K	0.39%	60
2022 Q4	$1.19M	Buy	27,651 +1,391	+5%	+$57.6K	0.43%	57
2022 Q3	$1.09M	Buy	26,260 +3,428	+15%	+$165K	0.43%	56
2022 Q2	$1.05M	Buy	22,832 +2,095	+10%	+$97.1K	0.41%	54
2022 Q1	$971K	Buy	20,737 +2,729	+15%	+$125K	0.34%	60
2021 Q4	$888K	Buy	+18,008	New	+$913K	0.31%	62

Other funds holding AGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CET

Clean Energy Transition London, United Kingdom $1.54B AUM 34.41% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Long Run Wealth Advisors's AGR Position: Q4 2023 in Review

Long Run Wealth Advisors sold out of Avangrid, Inc. (AGR) in Q4 2023, closing a stake of 29,546 shares — an estimated $891K sold.

Long Run Wealth Advisors first reported a position in AGR in Q4 2021 and held it in 8 quarters. The position peaked at $1.19M in Q4 2022. 278 funds tracked by Wall St. Rank hold AGR as of Q4 2023.

Long Run Wealth Advisors reported no remaining Avangrid, Inc. position as of Q4 2023 after selling out during the quarter.
Long Run Wealth Advisors sold 29,546 Avangrid, Inc. shares in Q4 2023, an estimated $891K.
Long Run Wealth Advisors first reported a position in Avangrid, Inc. in Q4 2021 and held it in 8 quarters.
Long Run Wealth Advisors's Avangrid, Inc. position peaked at $1.19M in Q4 2022.
278 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2023.

Based on Long Run Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.